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Process, taxation & strategies

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

Cash Management Strategies

Covers the time value of money, cash management strategies and the creation of the personal financial planning client's spending plan.

Course – Online Estate planning Intermediate

Analyzing Client Retirement Data

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning,...

Course – Online Process, taxation & strategies Intermediate

Don’t Let Clients’ Retirement Fall into This Trap

This blog post discusses how CPAs can help clients avoid the situation of retirement savings being classified as prohibited transactions.

Article Process, taxation & strategies Intermediate

Continuing Care Retirement Communities: Helping Clients Choose

This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).

Article Process, taxation & strategies Foundational

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational

Deciding Whether to Roll Over to a Roth IRA

This article discusses the advantages and disadvantages of rollovers to a Roth IRA.

Article Process, taxation & strategies Intermediate

Americans’ biggest retirement fear: Running out of money

This article offers several suggestions as to how financial planners can best address clients’ concerns about diminished capacity.

Article Process, taxation & strategies Intermediate

Advising Clients When They Underestimate Retirement Needs

This podcast discusses strategies to consider when advising clients in circumstances when they underestimate retirement needs.

Video Process, taxation & strategies Intermediate

How to Help Your Clients Get Ready for Retirement

Clients approaching retirement should consider income tax planning, healthcare coverage, long-term recordkeeping and housing options.

Article Retirement planning Foundational

How to Create a Retirement Savings Policy Statement for Your Clients

How to help clients create a Retirement Savings Policy Statement (RSPS) and what to consider.

Article Retirement planning Intermediate

New Tax Laws, Private Letter Rulings, and Court Cases (3rd quarter 2015 update)

Bob Keebler recaps Private Letter Rulings and case law that occurred in the second quarter of 2015.

Video Process, taxation & strategies Intermediate